Company lists · Data refreshed September 2026
Top 24 Financial services companies based in Chicago, United States
The Chicago financial services companies directory contains 55 companies and 41,056 contacts, including 10,071 email addresses. New York is the single most-represented city among the companies on the list, and the directory was updated in September 2026.
Financial services companies provide financial products or services such as banking, lending, payments, investment, insurance, and wealth management. This list covers companies that provide financial products or services to consumers, businesses, institutions, or other organizations. Ranked by team size, largest first. Data current as of September 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 24 largest financial services companies based in Chicago, United States
Ranked by team size| # | Company | RevenueBase Smart Search | Contacts | ||
|---|---|---|---|---|---|
| 1 | Indirect evidence | 27,212 contacts → | |||
“As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 2 | Indirect evidence | 11,191 contacts → | |||
“We’re a bank, but there’s more to it than that.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 3 | Strong evidence | 1,756 contacts → | |||
“CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 4 | Indirect evidence | 153 contacts → | |||
“ABOC is a trusted, full-service banking partner that is built on relationships.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 5 | Strong evidence | 140 contacts → | |||
“Wintrust Wealth Management provides a broad range of financial services to private clients and institutions.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 6 | Strong evidence | 69 contacts → | |||
“Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 7 | Indirect evidence | 36 contacts → | |||
“Homepage | First Savings Bank of Hegewisch (Chicago, IL)” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 8 | Strong evidence | 26 contacts → | |||
“Burling Bank is a boutique, privately owned commercial bank in the heart of Chicago’s financial district.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 9 | Indirect evidence | 26 contacts → | |||
“Guiding investors.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 10 | Strong evidence | 17 contacts → | |||
“Founded in 2013 and headquartered on Chicago's Magnificent Mile, Zhou Agency is a multi-disciplinary financial services firm operating across accounting, insurance, and real…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 11 | Strong evidence | 17 contacts → | |||
“Taos Global Group is a professional comprehensive financial services firm, which comprises of Taos Insurance Agency, TZG Accounting LLC and Taos Investment Advisors LLC.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 12 | Strong evidence | 9 contacts → | |||
“STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 13 | Strong evidence | 6 contacts → | |||
“WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 14 | Indirect evidence | 5 contacts → | |||
“Providing jobs during a time of uncertainty, income during retirement, security in your future, and a promise we’ve made to our community.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 15 | Strong evidence | 5 contacts → | |||
“We know that each customer has specific needs, so we strive to meet those specific needs with a wide array of mortgage products, financials strategies, helpful resources and best…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 16 | Strong evidence | 4 contacts → | |||
“First Capital Financial Concepts was founded with the goal of assisting our clients in every aspect of their financial lives.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 17 | Indirect evidence | 4 contacts → | |||
“Bank with BMO Harris, we are here to help.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 18 | Strong evidence | 3 contacts → | |||
“Prosperum Fintech Holdings financial service companies include TACOai, Avant Garde Trading Securities, AGT Crypto, Option Hotline, and others.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 19 | Indirect evidence | 3 contacts → | |||
Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 20 | Indirect evidence | 3 contacts → | |||
“Providing investment and insurance solutions for individuals, small and mid-size businesses, and non-profits since 1998.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 21 | Strong evidence | 2 contacts → | |||
“Alliant Retirement and Investment Services is a financial strategies program offering retirement, insurance and investment services to members and prospects of Alliant Credit…” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 22 | Strong evidence | 1 contacts → | |||
“We provide financial services to fit all needs of business and individuals.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 23 | Indirect evidence | 1 contacts → | |||
“Guggenheim provides asset management, investment banking and capital markets services, insurance services, institutional finance and investment advisory solutions.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 24 | Indirect evidence | 1 contacts → | |||
“Our House Wealth Advisors began from a heartfelt desire to to start a local family business that supports the community and its needs.” Source: company website · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial services companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names financial services companies.
- Partial evidence
- Its own public description names part of financial services companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial services companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 24 of 55 financial services companies based in Chicago, United States
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Financial services companies based in Chicago, United States at a glance
As of Sep 6, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 55 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial services companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Chicago, United States whose own description of what they do matches “financial services companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial services companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among financial services companies, and records with no verified work email. Companies headquartered outside Chicago are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 10,071 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 6, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Financial services companies by metro in the United States
- Financial services companies in New York175
- Financial services companies in Dallas67
- Financial services companies in Houston67
- Financial services companies in Atlanta59
- Financial services companies in Chicago55
- Financial services companies in Miami53
- Financial services companies in Charlotte47
- Financial services companies in San Diego44
- Financial services companies in Boston40
- Financial services companies in Los Angeles40
- Financial services companies in Tampa36
- Financial services companies in Phoenix34
- Financial services companies in Irvine33
- Financial services companies in San Antonio32
- Financial services companies in San Francisco32
- Financial services companies in Austin30
- Financial services companies in Columbus30
- Financial services companies in Denver30
- Financial services companies in Scottsdale30
- Financial services companies in Columbia28
Frequently asked
How many financial services companies are in the directory?
The directory contains 55 financial services companies based in Chicago, United States.
Where are the financial services companies located?
The directory covers financial services companies based in Chicago, United States; New York is the single most-represented city among the companies on the list.
How many contacts and email addresses are available for financial services companies?
The directory includes 41,056 contacts and 10,071 email addresses for financial services companies.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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